Monthly Archives: January 2011

Microsoft Still an Attractive Value Play


I posted my view why MSFT was transitioning from growth to a value play over the last decade titled, “A case for Microsoft” on September 24, 2010 (plus a detailed follow-up article here) and that view has not changed.  We’ll … Continue reading

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Telular (WRLS) off to a good start for fiscal year 2011.


Management continues to do a very good job managing costs, holding down overhead costs as revenues and cash flow continue to rise. For the first quarter of 2011, adjusted net income before non-cash items and excluding a one-time cash compensation … Continue reading

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Is Level 3 Communications Turning Around?


In an effort to determine whether Level 3 Communications (LVLT) is turning around, it’s important to look at where they have been, giving a better insight into management and the business. This article gives an overview of the history then … Continue reading

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Telular acquires the SMARTank Line of Business from SMARTLogix, Inc.


We discussed the potential for this stock in our last blog at the end of December and summarized why the stock looks attractive. Three weeks later and we get another surprise from the company. Telular acquires the SMARTank Line of Business from SMARTLogix. We will revisit … Continue reading

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